Tortoise Investment Management, LLC
Position in CARY — Angel Oak Income ETF
CIK 1599511
WHITE PLAINS, NY
All Filings in CARY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CARY | $13,765,083 | 662,643 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 CARY | $13,494,102 | 647,945 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 CARY | $12,882,776 | 616,106 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 CARY | $12,466,188 | 599,336 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 CARY | $12,241,154 | 589,651 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 CARY | $11,742,559 | 570,304 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 CARY | $11,818,256 | 557,728 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 CARY | $10,804,288 | 524,480 | Shares | Sole | 2025-08-07 | |
| 2024-03-31 CARY | $8,371,960 | 407,593 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||